The MFS Lifetime target-date series benefits from the firm's well-regarded fund lineup, and management has faithfully carried out its well-researched allocation framework.
MFS Lifetime 2065 Class I LFTHX
- NAV / 1-Day Return 12.26 / +0.33 %
- Total Assets 59.0M
-
Adj. Expense Ratio
0.570%
- Expense Ratio 0.000
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Target-Date 2065
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 2.10%
- Turnover 22%
USD | NAV as of Jul 16, 2026 | 1-Day Return as of Jul 16, 2026, 12:11 AM GMT+0
Morningstar’s Analysis LFTHX
Will LFTHX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 62.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
MFS Blended Research Intl Eq R6 | 11.23 | 6M | — |
MFS Blended Research Mid Cap Eq R6 | 10.01 | 5M | — |
MFS Blended Research Value Equity R6 | 5.49 | 3M | — |
MFS Value R6 | 5.44 | 3M | — |
MFS Blended Research Growth Eq R6 | 5.17 | 3M | — |
MFS Growth R6 | 5.14 | 3M | — |
MFS Mid Cap Growth R6 | 5.01 | 3M | — |
MFS Mid Cap Value R6 | 4.97 | 3M | — |
MFS Global Real Estate R6 | 4.95 | 3M | — |
MFS Commodity Strategy R6 | 4.92 | 3M | — |
United States